SCA
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Southern Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Southern Capital Advisors’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Buy
31,603
+429
+1% +$43.5K 1.33% 17
2026
Q1 		$3.02M Sell
31,174
-11,342
-27% -$1.16M 1.41% 17
2025
Q4 		$4.38M Sell
42,516
-68
-0.2% -$7K 2.02% 13
2025
Q3 		$4.46M Buy
42,584
+697
+2% +$71.4K 2.09% 13
2025
Q2 		$4.17M Buy
41,887
+479
+1% +$44.4K 2.13% 12
2025
Q1 		$3.66M Sell
41,408
-1,821
-4% -$174K 2.03% 15
2024
Q4 		$4.16M Buy
43,229
+1,272
+3% +$119K 2.3% 11
2024
Q3 		$3.69M Buy
41,957
+903
+2% +$74.7K 2.08% 13
2024
Q2 		$3.34M Buy
41,054
+1,505
+4% +$120K 2.06% 13
2024
Q1 		$3.24M Buy
39,549
+1,141
+3% +$89K 1.97% 14
2023
Q4 		$2.91M Buy
38,408
+13,897
+57% +$969K 2.07% 14
2023
Q3 		$1.64M Sell
24,511
-201
-0.8% -$14.2K 1.37% 17
2023
Q2 		$1.76M Buy
24,712
+1,215
+5% +$79.7K 1.34% 19
2023
Q1 		$1.52M Buy
23,497
+14
+0.1% +$878 1.13% 21
2022
Q4 		$1.34M Buy
23,483
+2,200
+10% +$132K 1.04% 26
2022
Q3 		$1.24M Buy
21,283
+661
+3% +$42.1K 1.01% 22
2022
Q2 		$1.17M Buy
20,622
+11,763
+133% +$760K 0.93% 23
2022
Q1 		$665K Sell
8,859
-9,901
-53% -$745K 0.46% 33
2021
Q4 		$1.58M Buy
+18,760
New +$1.55M 0.97% 26

Other funds holding IYC

FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 34.65% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return